iShares S&P MidCap 400 Index shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 22k | 65.25 |
| 2025-06-30 | $1.2M | 19k | 62.03 |
| 2025-03-31 | $1.4M | 25k | 58.37 |
| 2024-12-31 | $6.2M | 99k | 62.31 |
| 2024-09-30 | $4.8M | 77k | 62.29 |
| 2024-03-31 | $5.1M | 84k | 60.74 |
| 2023-12-31 | $5.0M | 18k | 277.14 |
| 2023-09-30 | $3.4M | 14k | 249.36 |
| 2023-06-30 | $6.7M | 26k | 261.49 |
| 2023-03-31 | $6.7M | 27k | 250.16 |
| 2022-12-31 | $5.6B | 23k | 241887.25 |
| 2022-09-30 | $2.6M | 12k | 219.27 |
| 2022-06-30 | $2.5M | 11k | 226.32 |
| 2022-03-31 | $3.4M | 13k | 268.30 |
| 2021-12-31 | $4.0M | 14k | 283.13 |
| 2021-09-30 | $3.8M | 14k | 263.09 |
| 2021-06-30 | $300k | 17k | 18.16 |
| 2021-03-31 | $4.0M | 15k | 260.26 |
| 2020-12-31 | $2.8M | 13k | 226.69 |
| 2020-09-30 | $2.4M | 13k | 189.54 |
| 2020-06-30 | $2.4M | 13k | 177.81 |
| 2020-03-31 | $2.1M | 14k | 143.85 |
| 2019-12-31 | $3.1M | 15k | 205.84 |
| 2019-09-30 | $2.9M | 15k | 193.25 |
| 2019-06-30 | $3.3M | 17k | 194.27 |
| 2019-03-31 | $3.4M | 18k | 189.38 |
| 2018-12-31 | $2.9M | 17k | 166.07 |
| 2018-09-30 | $3.7M | 18k | 201.29 |
| 2018-06-30 | $2.9M | 15k | 194.78 |
| 2018-03-31 | $2.3M | 12k | 187.55 |
| 2017-12-31 | $2.1M | 11k | 189.79 |
| 2017-09-30 | $2.0M | 11k | 178.91 |
| 2017-06-30 | $1.9M | 11k | 173.95 |
| 2017-03-31 | $1.6M | 9.1k | 171.22 |
| 2016-12-31 | $1.1M | 6.8k | 165.30 |
| 2016-09-30 | $692k | 4.5k | 154.74 |
| 2016-06-30 | $303k | 2.0k | 149.63 |
| 2016-03-31 | $769k | 5.3k | 144.12 |
| 2015-12-31 | $313k | 2.2k | 139.42 |
| 2015-09-30 | $1.1M | 7.8k | 136.54 |
| 2015-06-30 | $1.1M | 7.5k | 149.99 |
| 2015-03-31 | $1.0M | 6.8k | 151.93 |
| 2014-09-30 | $469k | 3.4k | 136.85 |
| 2014-06-30 | $665k | 4.7k | 143.01 |
| 2014-03-31 | $709k | 5.2k | 137.56 |
| 2013-12-31 | $715k | 5.3k | 133.85 |